JPMorgan Chase UK | Client Tax Analyst

Job responsibilities

• We’re looking for a Tax Client Service Analyst to join our team—own client enquiries end-to-end and improve outcomes.
• As an Analyst within the Tax Client Service team, you will support multiple clients in relation to their Tax services.
• Your role involves close collaboration with both the Tax Client Service team and the Global Tax Operations team.
• You will serve as the primary contact for tax inquiries, ensuring proactive resolution within established standards.
• Your responsibilities also include managing client relationships, contributing to service reviews, and analysing root causes of recurring issues to enhance service.
• You will provide guidance on various tax documentation and regulatory reporting, while working closely with the Sub Custodian network and the internal Network Management Group.
• Serve as the point of contact for tax enquiries to support our client’s tax servicing needs.
• Execute forward thinking to maintain response quality and completeness to prevent case reopening.
• Contribute to the tax component of service reviews and other meetings with the client.
• Analyse root causes of recurring issues through regular review of metrics, and assist in developing programmes for service enhancements arising from these figures.
• Provide support and guidance on outstanding/expiring tax documentation, documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and tax regulatory reporting.
• Ensure close collaboration with the Sub Custodian network and the internal Network Management Group.
• Identify and escalate tax risks and participate in resolution.
• Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.
• Take proactive responsibility for the resolution of client enquiries within the published standards.
• Manage client relationships proactively.

Requirements

• Must demonstrate in-depth operational tax experience within financial services, specifically in global custody or investment banking.
• Able to provide examples of successful internal and external communication and problem-solving experience.
• Capable of giving examples of risk awareness and operational control experience within financial services.
• Prepared to discuss process improvement experience, clearly articulating ideas, concepts, and procedural changes to clients.
• Able to provide examples of problem-solving skills and experiences.
• Proven experience in an arena where accuracy is critical within strict deadlines.
• Association of Taxation Technicians qualified.
• Investment Operations Certificate or other industry related benchmark qualifications areas for enhancement.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
• Preferred qualifications, capabilities, and skills

JPMorgan Chase

JPMorgan Chase & Co. is one of the world's largest financial services firms, active in investment banking, commercial banking, asset and wealth management, and payments.

• Industry: Banking and financial services
• Headquarters: New York, USA